Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Strategic TR(SCHX) | 1,369,520 | $40.3M | 32.44% |
| 2 | Vanguard BD Index FDS(BND) | 505,910 | $37.1M | 29.90% |
| 3 | Schwab Strategic TR(SCHF) | 690,596 | $19.1M | 15.40% |
| 4 | Schwab Strategic TR(SCHM) | 493,878 | $18.2M | 14.66% |
| 5 | Schwab Strategic TR(SCHE) | 215,853 | $7.8M | 6.30% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0.41% | 0.43% | +0.02% |
| Unclassified | 99.59% | 99.57% | -0.02% |
Quarter-over-quarter weight changes by market cap
| Vanguard Index FDS(VOO) |
| 1,582 |
| $1.1M |
| 0.87% |
| 7 | Nvidia Corporation(NVDA) | 1,389 | $277.9K | 0.22% |
| 8 | Apple Inc(AAPL) | 883 | $255.5K | 0.21% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.59% | 99.57% | -0.02% |
| Mega Cap | 0.41% | 0.43% | +0.02% |
Quarter-over-quarter position changes